Stada hunts big consumer‑health buy after record profits
German pharma Stada reported record profits and said it’s looking for a major consumer‑health acquisition amid an ownership transition — a sign consolidation pressure is rising in OTC and consumer wellness. Smaller digital brands should expect heightened M&A interest from established incumbents. (x.com)
Stada’s 2025 adjusted group revenues rose 6% to €4.3 billion and adjusted constant‑currency EBITDA increased 8% to €961 million. (bloomberg.com) London‑based private equity firm CapVest agreed in September to buy a majority stake in Stada from Bain Capital and Cinven in a transaction that values the business at about €10 billion including debt, with closing expected imminently. (pitchbook.com) CEO Peter Goldschmidt told Bloomberg the group “has absolutely enough firepower to do meaningful acquisitions,” and said he is open on both geography and deal size while declining to name targets. (bloomberg.com) Stada’s recent M&A track record includes a 2021 purchase of 16 consumer‑health brands from Sanofi and further bolt‑on brand buys from Sanofi in 2023, underscoring a history of expanding via regional OTC portfolios. (pharmaceutical-technology.com) The Specialty segment led growth—driven by the Uzpruvo (ustekinumab) biosimilar—and the group reported executing more than 100 in‑licensing deals to broaden its pipeline. (stada.com) CapVest’s press materials emphasize a playbook of combining organic growth with acquisition‑led scale to accelerate STADA’s consumer‑health and specialty franchises, per the company announcement. (stada.com) STADA reported it nearly doubled e‑commerce sales between 2022 and 2025 and allocated more than half of the Group’s media budget to digital channels, highlighting where recent consumer‑health value has been created. (stada.com)
